Design
Build one dashboard people can scan fast
Combine KPIs, charts, tables, and notes in one view so teams can review the same numbers in the same place.
Charts, KPIs, tables
Reports & DashboardsLive analytics for every team
Build live dashboards for teams and customers
Turn operational data into dashboards, KPIs, and reports that stay up to date and can be embedded where people already work.
Track KPIs without manual exports
Embed analytics in portals and internal tools
Share filtered views with every stakeholder
Reports should help people decide, not decode.
Keep dashboards current, connected, and easy to act on across every team.
Scattered reports slow every decision.
Reports go stale, dashboards drift apart, and analysis ends up in spreadsheets. Teams spend more time checking numbers than using them.
- Each department builds its own reports, no single source of truth.
- Manual exports and copy-paste workflows waste hours every week.
- Leadership decisions are delayed because data arrives too late.
Stale Reports
Static Sheets
Manual Exports
Put live analytics where people already work
Keep dashboards up to date, easy to share, and connected to everyday workflows so teams can move from a number to the next action without leaving the product.
- Real-time KPI tracking across every team and data source
- Secure embedding into portals your customers already use
- Scheduled reports delivered to inboxes automatically
- Drill-down filters by date, status, and custom dimensions
Core Capabilities
Design, Embed, Filter, and Share.
Design once, save the right views, and share dashboards without extra reporting work.
Ops teamsCustomer portalsBoard reviews
Embed
Show analytics inside the product
Add live dashboards to internal tools and customer portals without sending people to a separate reporting app.
Portal-ready blocks
Filter
Save the views each team needs
Let operators, executives, and customers apply their own filters while staying on the same source data.
Saved views
Share
Share the live dashboard, not a screenshot
Send links, scheduled digests, and exports that still reflect the dashboard people rely on every day.
Links, digests, exports
Start with proven dashboard layouts
Use patterns for operations, revenue, and customer health instead of building every dashboard from scratch.
Operations Dashboard
Monitor live work queues, SLA health, backlog trends, and critical escalations.
Revenue Dashboard
Analyze pipeline coverage, conversion rates, and real-time MRR movement.
Customer Health
Detailed engagement metrics, live ticket volume, response times, and predictive churn risk.
Frequently asked questions about Reports & Dashboards
What does Reports & Dashboards do? +
Reports & Dashboards is the Docyrus analytics layer for building live reporting and embedded dashboards on top of operational data.
When should teams use Reports & Dashboards? +
Teams should use it when they need current KPIs, shareable dashboards, and in-product reporting without exporting data elsewhere.
How does Reports & Dashboards work with the rest of Docyrus? +
It uses the same Docyrus data, permissions, and embedding model so reporting stays close to the product and workflow.
Who is Reports & Dashboards for? +
It is built for operators, product teams, business leaders, and teams that need real-time reporting inside the system of work.